Iron Horse Wealth Management’s AppFolio APPF Stock Holding History

Iron Horse Wealth Management’s Portfolio APPF Stock Details APPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.29K	Hold	36	–	–	﹤0.01%	311
2025 Q1	$7.92K	Hold	36	–	–	﹤0.01%	302
2024 Q4	$8.88K	Hold	36	–	–	﹤0.01%	251
2024 Q3	$8.47K	Hold	36	–	–	﹤0.01%	251
2024 Q2	$8.8K	Hold	36	–	–	﹤0.01%	228
2024 Q1	$8.88K	Hold	36	–	–	﹤0.01%	207
2023 Q4	$6.24K	Hold	36	–	–	﹤0.01%	240
2023 Q3	$6.58K	Buy	+36	New	+$6.53K	﹤0.01%	231

Other funds holding APPF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Iron Horse Wealth Management's APPF Position: Q2 2025 in Review

Iron Horse Wealth Management held its AppFolio (APPF) position steady in Q2 2025 at 36 shares worth $8.29K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Iron Horse Wealth Management first reported a position in APPF in Q3 2023 and has held it in 8 quarters since. The position peaked at $8.88K in Q1 2024. 385 funds tracked by Wall St. Rank hold APPF as of Q2 2025.

Iron Horse Wealth Management held 36 shares of AppFolio worth $8.29K as of Q2 2025.
Iron Horse Wealth Management left its AppFolio share count unchanged in Q2 2025.
AppFolio made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #311 holding.
Iron Horse Wealth Management first reported a position in AppFolio in Q3 2023 and has held it in 8 quarters since.
Iron Horse Wealth Management's AppFolio position peaked at $8.88K in Q1 2024.
385 funds tracked by Wall St. Rank held AppFolio as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.